HoldingsChannel.com
Schwarz Dygos Wheeler Investment Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL CL B NEW      $21,713
     BRK.B98,386+2,833$20,466
     BRK.A4UNCH$1,247
APPLE INC 55,283 -930 $12,382
     AAPL55,283-930$12,382
SPROTT PHYSICAL GOLD TRUST 525,575 +87,980 $6,212
     PHYS525,575+87,980$6,212
ISHARES TR CORE DIVID GROWTH ETF (DGRO) 145,389 +8,262 $5,691
     DGRO145,389+8,262$5,691
ISHARES DJ SELECT DIVIDEND (DVY) 46,156 +1,882 $4,706
     DVY46,156+1,882$4,706
ALPHABET INC CAP STK CL A 3,843 +3 $4,693
     GOOGL3,843+3$4,693
VANGUARD EUROPEAN (VGK) 81,711 +1,533 $4,381
     VGK81,711+1,533$4,381
SLEEP NUMBER CORP COM 92,290 -1,800 $3,813
     SNBR92,290-1,800$3,813
ALLIANZGI EQUITY & CONV INCOME COM 131,494 -55 $2,839
     NIE131,494-55$2,839
UNITEDHEALTH GROUP 11,796 +157 $2,564
     UNH11,796+157$2,564
DISNEY WALT CO COM DISNEY 18,756 -127 $2,444
     DIS18,756-127$2,444
COSTCO WHOLESALE CORP 8,452 -92 $2,435
     COST8,452-92$2,435
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 59,309 +1,057 $2,388
     VWO59,309+1,057$2,388
STARBUCKS CORP 25,326 -426 $2,239
     SBUX25,326-426$2,239
JPMORGAN CHASE & CO COM 18,780 +1,200 $2,210
     JPM18,780+1,200$2,210
CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 35,242 -375 $2,165
     XLP35,242-375$2,165
ALPHABET INC CAP STK CL C 1,685 UNCH $2,054
     GOOG1,685UNCH$2,054
ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) 66,694 -368 $2,050
     IDV66,694-368$2,050
MCDONALDS CORP COM 8,797 -160 $1,889
     MCD8,797-160$1,889
BOEING CO COM 4,385 +47 $1,668
     BA4,385+47$1,668
WELLS FARGO CO NEW COM 31,754 -903 $1,602
     WFC31,754-903$1,602
WEYERHAEUSER CO 54,268 +2,824 $1,503
     WY54,268+2,824$1,503
TARGET CORP COM 12,742 -1,007 $1,377
     TGT12,742-1,007$1,377
VANGUARD S&P 500 ETF (VOO) 5,000 UNCH $1,363
     VOO5,000UNCH$1,363
JOHNSON & JOHNSON COM 9,928 -77 $1,284
     JNJ9,928-77$1,284
ALIBABA GROUP HLDG LTD SPONSORED ADS 7,505 -2,500 $1,255
     BABA7,505-2,500$1,255
PROCTER & GAMBLE CO COM 9,669 +124 $1,203
     PG9,669+124$1,203
MICROSOFT 8,631 +39 $1,200
     MSFT8,631+39$1,200
AMAZON.COM INC 688 UNCH $1,194
     AMZN688UNCH$1,194
CVS HEALTH CORP COM 18,650 +127 $1,176
     CVS18,650+127$1,176
NUVEEN ENERGY MLP TOTAL RETURN FD 130,417 +12,671 $1,128
     JMF130,417+12,671$1,128
MARKET VECTORS ETF TRUST AGRIBUSINESS (MOO) 16,214 -1,800 $1,068
     MOO16,214-1,800$1,068
PHILIP MORRIS INTL INC 13,654 +69 $1,037
     PM13,654+69$1,037
ENERGY SELECT SECTOR SPDR (XLE) 16,989 -325 $1,006
     XLE16,989-325$1,006
VISA INC 5,845 +174 $1,005
     V5,845+174$1,005
HONEYWELL INTL INC 5,455 +128 $923
     HON5,455+128$923
ABERDEEN ASIA PACIFIC INCOME FUND INC (FAX) 201,298 +8,989 $843
     FAX201,298+8,989$843
GENERAL MLS INC COM 12,880 +201 $710
     GIS12,880+201$710
VERIZON COMMUNICATIONS 11,525 +683 $696
     VZ11,525+683$696
PELOTON INTERACTIVE INC CL A COM 24,150 +24,150 $606
     PTON24,150+24,150$606
PRICELINE.COM INC 308 UNCH $604
     BKNG308UNCH$604
EXXON MOBIL CORP COM 8,517 +92 $601
     XOM8,517+92$601
GLADSTONE LD CORP COM 42,700 UNCH $508
     LAND42,700UNCH$508
TWO HARBORS INVESMENT CORP 38,249 -1,876 $502
     TWO38,249-1,876$502
ENTERPRISE PRODS PARTNERS L P 17,175 UNCH $491
     EPD17,175UNCH$491
UNION PACIFIC CORP COM 3,016 UNCH $489
     UNP3,016UNCH$489
3M CO COM 2,956 +302 $486
     MMM2,956+302$486
ISHARES RUSSELL 2000 ETF (IWM) 3,000 UNCH $454
     IWM3,000UNCH$454
HOME DEPOT 1,907 +90 $442
     HD1,907+90$442
COCA COLA CO COM 8,002 -313 $436
     KO8,002-313$436

See Full List: All Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Schwarz Dygos Wheeler Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $125,989
At 06/30/2019: $121,256

Schwarz Dygos Wheeler Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schwarz Dygos Wheeler Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Schwarz Dygos Wheeler Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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